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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $84,923 | $181,896-53.3% | $156,551-45.8% | $273,972-69.0% |
| Participation rate | 62.5% | 88.4%-25.9pp | 84.0%-21.5pp | 83.0%-20.5pp |
| Annual return | 8.10% | 30.74%-22.6pp | 32.23%-24.1pp | 41.46%-33.4pp |
| Employer contribution / active EE | $4,261 | $6,248-31.8% | $5,501-22.5% | $4,869-12.5% |
| Participant deferral / active EE | $1,205 | $5,550-78.3% | $4,871-75.3% | $5,287-77.2% |
| Admin fee / account holder | $3,308 | $15,560-78.7% | $13,028-74.6% | $10,133-67.4% |